See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,422 | $198,466-40.3% | $170,442-30.5% | $147,584-19.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.35% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,439 | $6,184-44.4% | $5,433-36.7% | $4,876-29.5% |
| Participant deferral / active EE | $6,933 | $5,629+23.2% | $4,939+40.4% | $5,439+27.5% |
| Admin fee / account holder | $315 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |